All Contact types have the following tabs in common: Todos, Files, and Supplier Details.
Whereas Todos and Files are used for all Contact types, Supplier Details are usually only used for Global Contacts, since they can provide rental equipment or other equipment that is needed.
Contact Todos
Assign a User a Todo from a specific Contact, e.g. to remind him to call this person. Custom todos are created in Server Setup > Contacts tab > History Actions List. Refer to the Server Setup manual for more details. To create a new Todo, click on the green plus icon. Select the header, date and link it to a Project. This Todo will only have the visual link to the Project, it won't appear in the Project view.
Contact Files
Contact-related files can be uploaded here. Use the icons in there to: (in order) Go Back, create a New Folder, Cut, Paste, Copy, Rename, Delete, Upload, Download. Sort the files by name or by date.
Supplier Details
Contacts can act as an External Supplier that provide external Objects belonging to existing Object Classes. The Suppliers are added as Contacts in farmerswife, and on their Contact card their equipment is added as Object Classes – i.e. it is not needed to add all individual equipment of the supplier to the database. Therefore make sure the Object Class exists before adding information to the Suppliers. The Class should correspond to a specific type of Equipment to make the Equipment interchangeable either with your in-house Equipment or different suppliers’ Equipment. Make sure the Supplier is in the Contact database, if not add new.
This option works in combination with the setting in the Toolbox settings tab > Class/Objects: Auto Book External Object When No Object Found. See Toolbox > Settings tab > Class/Objects.
Add Object Classes to Supplier
- To add the Object Classes to the Supplier click on the Supplier Details Tab.
- Add the Object Class by clicking on the Dropdown menu icon > Add > Select the Object Class Add Object of External Supplier to Bookings.
- Set the Supplier Rate of the Object. Click on the Object Class > Rate window of the Object Class opens > Add the Rate.
Add External Object to Booking